Portfolio Advisory Specialist

Invesco is a leading global asset management firm with more than $858B* in assets under management. We provide our retail and institutional clients a

Estimated Salary

$70,614

Port Portfolio Brand Ambassador

Kobrand Corporation

San Francisco, CA

Currently, we are searching for a dynamic, highly motivated and goal-oriented Port Portfolio Brand Ambassador covering the Western United States. This individual will be responsible

Portfolio Manager Jobs

average

$150,000

Interacting With Computers

Communicating with Supervisors, Peers, or Subordinates

Guiding, Directing, and Motivating Subordinates

Coaching and Developing Others

Establishing and Maintaining Interpersonal Relationships

Deal with People

Unpleasant/Angry People

Mostly Sitting

Make Decisions

What does a Portfolio Manager do

A Portfolio Manager develops and implements investment strategies for individuals or institutional investors. They analyze daily investment to ensure the success of portfolios.

how to become a Portfolio Manager

Financial managers typically have a bachelor’s degree and 5 years or more of experience in another business or financial occupation, such as an accountant, securities sales agent, or financial analyst.

Education

A bachelor's degree in finance, accounting, economics, or business administration is often the minimum education needed for financial managers. However, many employers now seek candidates with a master’s degree, preferably in business administration, finance, or economics. These academic programs help students develop analytical skills and learn financial analysis methods and software.

Licenses, Certifications, and Registrations

Professional certification is not required, but some financial managers still get it to demonstrate a level of competence. The CFA Institute confers the Chartered Financial Analyst (CFA) certification to investment professionals who have at least a bachelor’s degree, 4 years of work experience, and pass three exams. The Association for Financial Professionals confers the Certified Treasury Professional credential to those who pass an exam and have a minimum of 2 years of relevant experience.

Work Experience in a Related Occupation

Financial managers usually have experience in another business or financial occupation. For example, they may have worked as a loan officer, accountant, securities sales agent, or financial analyst.

In some cases, companies provide formal management training programs to help prepare highly motivated and skilled financial workers to become financial managers.

Important Qualities

Analytical skills. Financial managers increasingly are assisting executives in making decisions that affect their organization, a task which requires analytical ability.

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